Edward Jones Investments - Michael A Swinson, Financial Advisor
- Financial Planning
In working with folks, I consider a conservative-minded approach, coupled with a hands-on management style affords my clients confidence that their assets are being managed in accordance with their goals. I work with my clients to equip myself with a thorough knowledge of their diverse needs and goals. I then work on refining the strategies to help meet changing conditions and take advantage of new opportunities appropriate for each individual's long-term strategy. I am with Edward Jones because we are in business to serve our clients- and because of our clients.
I believe the first step in building a relationship is to learn all I can about a client's circumstances, needs and objectives. I carefully custom-tailor an investment strategy including products and services with the potential to meet those objectives that are consistent with a client's appropriate level for risk.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Income and Savings Strategies
- Insurance & Annuities
Located in MacTanly Place across the street from Terry Court Shopping Center in Staunton, VA.